Fingerlakes Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $527K | Sell |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $484K | Buy |
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